The Capta Invest Offering
We take the time to understand your investment horizon, risk appetite and long-term objectives before recommending a single product. Whether you are a private individual, a family, or a business, the strategy we build is shaped entirely around your circumstances, personal, professional and precisely tailored.
Individuals and Families
Our personal wealth division brings together a broad spectrum of services, each designed to help individuals and families achieve financial independence. Backed by deep local expertise and international reach, the opportunities we can access on your behalf are virtually boundless.
Tailored financial strategies focused on preserving, growing, and protecting your wealth for generations to come.
Comprehensive risk and estate solutions designed to protect you, your family, and your business against life's uncertainties.
Bespoke local and international foreign exchange solutions for individuals and businesses, including complex and exotic currency requirements.
Independent local and offshore investment solutions tailored to your financial goals and long-term growth objectives.
Professionally structured wills and succession planning to ensure your wishes and legacy are protected for future generations.
Specialist tax advisory and compliance solutions designed to support every aspect of your local and offshore financial planning.
Strategic retirement solutions focused on building, managing, and protecting your wealth for the future.
Flexible trust structures designed to protect assets, preserve wealth, and provide long-term security for beneficiaries.
Tailored personal and commercial insurance solutions designed to protect your assets and complement your broader financial plan.
Understanding what matters most to you is where every engagement begins. As your life evolves, so does your plan. We continually reassess and refine your strategy to keep it aligned with your changing priorities and circumstances.
Your Success Is Our Focus
Business Owners
From emerging start-ups to established listed companies, our corporate division helps organisations put financial structures in place that protect the business, reward its people, and position it for sustainable growth.
Tailored employee benefit and reward structures designed to support your people while strengthening your business.
Innovative local and offshore banking solutions that help businesses manage corporate cash flow efficiently and strategically.
Structured business assurance solutions that help protect the continuity and long-term sustainability of your business.
Global diversification solutions that provide offshore exposure without physically transferring funds abroad.
Comprehensive commercial insurance solutions tailored to businesses of all sizes, protecting against operational, property, liability, and industry-specific risks.
Global Offering
The South African market accounts for less than one percent of global GDP. Confining a portfolio to domestic assets means missing the vast opportunity set that international markets present. Diversifying offshore not only broadens sector exposure but also buffers against local volatility. With Capta Invest, you gain access to a carefully curated selection of the world's leading fund managers.
Our offshore capabilities span a broad set of solutions, each adaptable to your specific objectives:
CAPTA FX, our specialist currency arm, has spent over a decade helping individuals and businesses move money across borders with confidence. We handle all major currencies and are among the few providers equipped to process exotic transfers to and from virtually any destination. Whether you need straightforward remittances, currency hedging, tax clearance support, or trade finance facilitation, our team delivers end-to-end foreign exchange solutions.
Because we operate independently of any single bank, we source rates from multiple market participants, consistently beating the spreads offered by the big-four retail banks. Our fully digital onboarding process means private and corporate clients can start transferring funds in a matter of minutes.
Register through our secure online portal using the links below. It is quick, straightforward and safe.
For full details on the CAPTA Forex service range, visit www.captafx.co.za.